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Home
Our Clients
Our Clients
Client Testimonials
Your Wealth Team
Your Wealth Team
Our Partners
Integrated Wealth Planning
The 7 P's
Your Wealth Plan
Integrated Financial Planning
Our Insights
Learn More
Wealth Experience Podcast
Mid Year Review 2022
Benefits of Alternatives
The Case for Passive VS Active US Equity
Why Select a CFA
Portfolio
Retirement Planning Calculator Tool
Meet the Managers
Publications
Contact Us
☰
Home
Our Clients
Our Clients
Client Testimonials
Your Wealth Team
Your Wealth Team
Our Partners
Integrated Wealth Planning
The 7 P's
Your Wealth Plan
Integrated Financial Planning
Our Insights
Learn More
Wealth Experience Podcast
Mid Year Review 2022
Benefits of Alternatives
The Case for Passive VS Active US Equity
Why Select a CFA
Portfolio
Retirement Planning Calculator Tool
Meet the Managers
Publications
Contact Us
The Case for Passive VS Active US Equity
The Case for Passive VS Active US Equity
Historically, the US equity market as represented by the S&P 500 Index, has been extremely difficult to beat! In the past 15 years, less than 3% of Active Managers have been able to Outperform the Index.
The S&P 500 is highly efficient, liquid, and does not suffer from high single security concentration risk (ie. like the TSX Index has in Canada in the past with Nortel, RIM, Valeant, and Shopify today).
Please click
here
to see the latest SPIVA research on how difficult it is to outperform the S&P 500 US equity index. This is why our core strategy for US equity market exposure is a Passive US Equity allocation incorporating low cost Index ETFs.